Phillips Wealth Planners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Phillips Wealth Planners’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Buy	3,491 +66	+2%	+$6.26K	0.25%	123
2026 Q1	$322K	Sell	3,425 -204	-6%	-$19.4K	0.24%	142
2025 Q4	$342K	Sell	3,629 -43	-1%	-$4.05K	0.27%	119
2025 Q3	$349K	Buy	3,672 +41	+1%	+$3.84K	0.29%	117
2025 Q2	$340K	Sell	3,631 -31	-0.8%	-$2.85K	0.31%	113
2025 Q1	$330K	Sell	3,662 -63	-2%	-$5.8K	0.35%	99
2024 Q4	$327K	Sell	3,725 -52	-1%	-$4.77K	0.33%	108
2024 Q3	$350K	Sell	3,777 -1,994	-35%	-$176K	0.34%	106
2024 Q2	$489K	Buy	5,771 +34	+0.6%	+$2.8K	0.52%	66
2024 Q1	$459K	Sell	5,737 -150	-3%	-$12.1K	0.53%	63
2023 Q4	$464K	Buy	5,887 +134	+2%	+$10K	0.56%	56
2023 Q3	$416K	Buy	5,753 +34	+0.6%	+$2.54K	0.56%	61
2023 Q2	$425K	Buy	5,719 +42	+0.7%	+$3.07K	0.56%	63
2023 Q1	$420K	Sell	5,677 -3,416	-38%	-$246K	0.56%	65
2022 Q4	$667K	Buy	+9,093	New	+$647K	1.16%	27

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phillips Wealth Planners's USMV Position: Q2 2026 in Review

Phillips Wealth Planners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q2 2026, buying an estimated $6.26K and bringing the position to 3,491 shares worth $343K. The position accounts for 0.25% of the portfolio, ranked #123.

Phillips Wealth Planners first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $667K in Q4 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Phillips Wealth Planners held 3,491 shares of iShares MSCI USA Min Vol Factor ETF worth $343K as of Q2 2026.
Phillips Wealth Planners bought 66 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.26K.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #123 holding.
Phillips Wealth Planners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Phillips Wealth Planners's iShares MSCI USA Min Vol Factor ETF position peaked at $667K in Q4 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.